2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
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2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert
CFO Chronicles: The Secrets Behind Success
31 minutes
3 months ago
You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert
“Are you a real CFO?” That’s the question clients are now asking, because not all “fractional CFOs” are created equal. In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down: • Why “bookkeeper to CFO in 90 days” is hurting the industry • The 4 levels of business conversations and why most pros are stuck at level one • Why your newsletter is probably repelling high-value clients • How to land $10K+ clients through old-school strategy,...
CFO Chronicles: The Secrets Behind Success
2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
